Client Associate – Commercial Real Estate- Commercial Term Lending

JPMorgan Chase & Co.Chicago, IL
$58,000 - $85,000

About The Position

This role is for a Client Associate on the Commercial Term Lending team, focusing on Commercial Real Estate and Commercial Term Lending. The ideal candidate will have an internal drive to succeed, a passion for Commercial Real Estate, and a desire to improve the client experience. Responsibilities include building strong business relationships, contributing to marketing strategies, and analyzing commercial multifamily real estate cash flow and valuation. This is an opportunity to join the nation's #1 multifamily lender and offers professional development within the Commercial Term Lending (CTL) Group, which has a powerful entrepreneurial spirit.

Requirements

  • Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
  • Strong desire to be a contributing member on a sales team
  • Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
  • Excellent time management, verbal communication and presentation skills
  • Enthusiastic, self-motivated, ambitious, team player
  • Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
  • Able to identify new sources of business by researching industry and related events, publications, and announcements

Nice To Haves

  • A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
  • Experience cold calling preferred
  • Familiarity with CoStar preferred

Responsibilities

  • Develop strong business relationships through proactive calling of prospects and existing clients
  • Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
  • Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
  • Analyze commercial multifamily real estate cash flow and valuation
  • Model various financial assumptions to select the best mortgage product for the client
  • Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
  • Drive the loan package through the process by assessing status and leveraging internal business partners

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
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